Staff Accountant - Employee Benefits (Remote)

PDCM Insurance Inc.; United States; Hybrid; USD 55,000 - 70,000; Full time

Job summary

An established industry player is seeking a detail-oriented Employee Benefits Staff Accountant to join their dynamic team. This remote or hybrid role involves managing accounting functions for multiple agencies, ensuring accurate financial reporting, and supporting the overall financial health of the organization. The ideal candidate will thrive in a fast-paced environment, possess strong analytical skills, and have a passion for operational excellence. With a commitment to employee growth and a collaborative culture, this opportunity offers a chance to make a significant impact in a rapidly growing company. Join a team that values positivity, empowerment, and transparency, and take your career to the next level.

Benefits

Medical Benefits

Dental Benefits

Vision Benefits

Flexible Spending Account

Health Savings Account

Paid Holidays

Personalized PTO

401(k) Plan

Company Paid Short-Term Disability

Company Paid Long-Term Disability

Qualifications

• 2+ years of accounting experience in the insurance brokerage industry.
• Proficient in accounting software and financial management systems.

Responsibilities

• Manage and reconcile direct bill commissions from insurance companies.
• Prepare monthly financial statements and assist with audits.

Skills

Accounting

Financial Reporting

Communication Skills

Organizational Skills

Problem-Solving

Interpersonal Skills

Education

Bachelor of Science in Accounting

Finance Degree

Business-Related Field

Tools

QuickBooks Online

Business Central

BenefitPoint Applied EPIC

Microsoft Office Suite

Job description

Careers At Patriot Growth Insurance Services and Partner Agencies

Current job opportunities are posted here as they become available.

Staff Accountant - Employee Benefits (Remote)

About Patriot Growth Insurance Services: Founded in 2019, Patriot Growth Insurance Services (Patriot) is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2024 Inc. 5000 list of fastest-growing companies. With more than 2,100 employees operating in over 165 locations across 48 states, Patriot’s collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Position Overview: Our company continues to grow. As a result, we seek an experienced insurance accounting professional, to join our team as an Employee Benefits (EB) Staff Accountant. In this position you will be responsible for supporting and handling assigned accounting functions for multiple Patriot employee benefits agencies that include the management and reconciliation of direct bill commissions from insurance companies, daily bookkeeping tasks, monthly financial statement preparation and reporting, vendor payables support, and serving as an overall point of contact for local agency finance and accounting needs. You will have had past success in a fast-paced, ever-changing environment, and be comfortable learning new skills and shifting to a new way of thinking and doing where expected.

Work Location: This position is a full time, hybrid or remote position.

Primary Responsibilities:

• Accurate and timely receipt, posting, and reconciliation of direct bill commissions from insurance companies on a daily, weekly, and monthly basis. Handle assigned facets of multiple employee benefits companies accounting functions on a monthly, quarterly and annual basis
• Daily monitoring and booking of bank statement activity to the general ledger, including monthly reconciliation of bank accounts
• Implement and maintain Patriot accounting standard operating procedures (SOPs) to each agency
• Manage third party outsourced providers and implement/manage technology solutions related to insurance commission posting
• Perform monthly reconciliations of selected income statement and balance sheet accounts as directed by manager
• Manage financial books and records of assigned agencies, including booking of receipts, disbursements, journal entries, etc. where necessary and as directed
• Prepare accounts receivable reports and assist with the collection of outstanding balances
• Generate monthly financial statements (including balance sheet and income statement) and submit to regional accountants as required
• Manage month-end close of local agency general ledger systems and agency management systems
• Assist in providing audit support documentation of audit selections by external auditors
• Assist with budget preparation when requested
• Coordinate the payment of all operating expenses of assigned agencies and work to transition payables to centralized AGT accounts payable team where necessary
• Various other project responsibilities as requested

Qualifications and Requirements:

• Bachelor of Science degree in accounting, finance, or a business-related field
• 2+ years of relevant accounting experience in the insurance brokerage industry is desired
• Working knowledge of various insurance agency management systems (AMS) such as BenefitPoint Applied EPIC is preferred
• Prior working experience with Business Central and QuickBooks Online is preferred
• Proficient in working with various accounting software and financial management systems
• Proficient with use of Microsoft Office Suite tools particularly in Excel and use of pivot tables and working with a high volume of data
• Excellent interpersonal and communication skills (both written and oral)
• Strong organizational skills to prioritize tasks, manage multiple projects simultaneously, and maintain high levels of accuracy
• Promote positive culture surrounding Patriot’s core values of Positivity, Empowerment, Collaboration, Transparency, and Appreciation
• Driven, self-starter with ability to work in a fast paced and changing environment
• Ability to travel to various Patriot agency locations or corporate office as needed
• Authorized to work in the U.S. without sponsorship now or in the future

Why Patriot Growth Insurance Services: We offer the opportunity to be a part of one of the fastest-growing insurance companies since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team. In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid holidays
• Personalized PTO
• 401 (k)

Salary Range: $55,000 - $70,000 depending on the candidate’s experience

*A wide salary range is posted for this position, and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy: Patriot's EEO and DEI Policy.